CB
CB

Cynthia Berry

27 Years of Experience
Chesterfield, MO
Broker

Cynthia Berry is a registered investment advisor at Wells Fargo Advisors, based in Chesterfield, MO, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16090 Swingley Ridge Road, Suite 610, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2013 - June 2023 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLC
March 2013 - June 2023 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - March 2013 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - March 2013 · 3 yrs 5 mos
Banc of America Investment Services, INC.
March 2006 - October 2009 · 3 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2003 - October 2009 · 6 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
October 2002 - September 2003 · 11 mos
A. G. Edwards & Sons, INC.Broker
April 1997 - December 2000 · 3 yrs 8 mos
State Registrations22 states
ARAZCACOFLGAIAIDILINKSMEMIMONCNVOHPASCTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.